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Granahan Investment Management, LLC

CIK:0001026710
Investment Adviser
$3B AUM
153 holdings
Waltham, MA, United States
Founded:1985
20 employees
Latest filing:Jun 30, 2025

Granahan Investment Management, LLC is an independent investment adviser headquartered in Waltham, Massachusetts. Founded in 1985, the firm specializes in small-cap and mid-cap equity strategies for institutional clients and high net-worth individuals. As of 2025, it employs approximately 20 professionals and manages over $2.5 billion in assets. Granahan serves pension funds, endowments, foundations, and other institutional investors.

Investment Strategy

Granahan Investment Management focuses on small-cap and mid-cap equity investing using rigorous fundamental research to identify high-growth opportunities, often in under-followed sectors and companies. Their philosophy emphasizes deep sector knowledge, active management, and risk control to achieve long-term capital appreciation for clients.

Top Buys
M
MGNIMAGNITE INC
+$57.6M
P
PRCHPORCH GROUP INC
+$51.6M
O
ODDODDITY TECH LTD
+$35.0M
I
INDIINDIE SEMICONDUCTOR INC
+$33.7M
G
GLBEGLOBAL E ONLINE LTD
+$31.3M
Top Sells
C
COMPCOMPASS INC
-$19.1M
S
STEPSTEPSTONE GROUP INC
-$18.9M
K
KLCKINDERCARE LEARNING COMPANIE
-$14.2M
E
EVHEVOLENT HEALTH INC
-$12.9M
B
BPMCBLUEPRINT MEDICINES CORP
-$12.8M

Top Holdings

P
PRCHPORCH GROUP INC
+5.6%$137.1M
O
ODDODDITY TECH LTD
+4.2%$102.3M
M
MGNIMAGNITE INC
+3.6%$87.9M
G
GENIGENIUS SPORTS LIMITED
+3.5%$86.7M
M
MRXMAREX GROUP PLC
+3.3%$82.0M

Equity Positions (149)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
P
PRCH
PORCH GROUP INC5.58%$137.1M11,631,775$7.06$11.79+$51.6M
O
ODD
ODDITY TECH LTD4.16%$102.3M1,355,347$35.80$75.47+$35.0M
M
MGNI
MAGNITE INC3.58%$87.9M3,642,786$16.39$24.12+$57.6M
G
GENI
GENIUS SPORTS LIMITED3.53%$86.7M8,336,296$7.51$10.40+$8.8M
M
MRX
MAREX GROUP PLC3.34%$82.0M2,077,153$24.56$39.47+$7.2M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+16.8%
SEMICONDUCTORS & RELATED DEVICES
+6.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.2%
SERVICES-BUSINESS SERVICES, NEC
+5.1%
PERFUMES, COSMETICS & OTHER TOILET PREPARATIONS
+4.6%